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Rational Advisors’s American Electric Power AEP Stock Holding History

Rational Advisors’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-445
Closed -$45.7K – 106
2024
Q3 		$45.7K Sell
445
-65
-13% -$6.34K ﹤0.01% 128
2024
Q2 		$44.7K Sell
510
-28
-5% -$2.45K ﹤0.01% 160
2024
Q1 		$46.3K Buy
+538
New +$43.7K ﹤0.01% 185
2023
Q4 		– Sell
-1,455
Closed -$109K – 193
2023
Q3 		$109K Buy
1,455
+952
+189% +$77.5K 0.01% 140
2023
Q2 		$42.4K Buy
+503
New +$44.4K ﹤0.01% 177
2022
Q2 		– Sell
-13,588
Closed -$1.36M – 250
2022
Q1 		$1.36M Buy
+13,588
New +$1.24M 0.08% 79
2020
Q4 		– Sell
-151
Closed -$12K – 212
2020
Q3 		$12K Sell
151
-382
-72% -$31.5K 0.01% 262
2020
Q2 		$42K Buy
+533
New +$43.5K 0.02% 201
2020
Q1 		– Sell
-776
Closed -$73K – 166
2019
Q4 		$73K Buy
776
+176
+29% +$16.3K 0.03% 322
2019
Q3 		$56K Sell
600
-68
-10% -$6.17K 0.02% 343
2019
Q2 		$59K Buy
668
+2
+0.3% +$172 0.02% 323
2019
Q1 		$56K Buy
666
+512
+332% +$40.7K 0.02% 305
2018
Q4 		$12K Buy
+154
New +$11.6K ﹤0.01% 379
2018
Q3 		– Sell
-43
Closed -$3K – 517
2018
Q2 		$3K Sell
43
-354
-89% -$23.8K ﹤0.01% 407
2018
Q1 		$27K Buy
+397
New +$26.7K 0.01% 308
2016
Q4 		– Sell
-23,000
Closed -$1.48M – 208
2016
Q3 		$1.48M Buy
+23,000
New +$1.55M 0.97% 45
2016
Q2 		– Sell
-22,275
Closed -$1.48M – 197
2016
Q1 		$1.48M Buy
+22,275
New +$1.38M 0.97% 29

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rational Advisors's AEP Position: Q4 2024 in Review

Rational Advisors sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 445 shares — an estimated $45.7K sold.

Rational Advisors first reported a position in AEP in Q1 2016 and held it in 17 quarters. The position peaked at $1.48M in Q1 2016. 1,527 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • Rational Advisors reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 445 American Electric Power shares in Q4 2024, an estimated $45.7K.
  • Rational Advisors first reported a position in American Electric Power in Q1 2016 and held it in 17 quarters.
  • Rational Advisors's American Electric Power position peaked at $1.48M in Q1 2016.
  • 1,527 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.